How to Manage Quotes and Budgets for NDIS Participants in CareVision

Managing quotes and budgets for NDIS participants in CareVision is simple and easy to do. If you are having trouble navigating this task, the CareVision Academy has a Coordinator's Course that shows a step-by-step guide on how to do it. How to manage quotes and budgets for NDIS Participants is a vital lesson.

Adding and managing quotes should be done every time a new client is added. This can also be generated when an existing client is due for a review or will need to change the package level.

Managing Quotes and Budgets for NDIS Participants in CareVision.

Right below the name of the patient is one of the most important things you need to set when managing NDIS participants. This is the "Quote Type" which enables you to choose between an HCP quote or an NDIS. You need to set it to NDIS to generate the appropriate quote and budget for your NDIS participants.

Once this is done, you can go about adding other important details, such as the funding sources, fees, recurring services, and one-off items. You can then save the draft and change its status to "open" once it is up for client review.

If the NDIS participant accepts the quote, the status will become "accepted" and you can no longer edit it. If the quote expires due to client rejection or non-acceptance, it will become "archived" and the quote can't be edited either.

For more information on managing quotes and budgets for NDIS participants in CareVision, go to the CareVision Academy today.